Heath Hampton
Boldin · Kathleen, Georgia
Heath Hampton is a fee-only financial advisor at Boldin in Kathleen, Georgia, who holds the CFP credential. Heath charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.
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Specialties
Facts
| Firm | Boldin |
|---|---|
| Based in | Kathleen, Georgia |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $168 a year · One-time plans from $3,200 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 2422500 |
| Exams passed | Series 63 (1996) · Series 65 (1996) · Series 66 (2002) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.boldin.com |
How Heath's firm compares
- Ongoing planning starts at $168 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the Georgia median of $2,000 for fee-only firms that publish prices.
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Questions about Heath
Is Heath Hampton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heath holds no broker registration, and Boldin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heath charge for financial advice?
Heath charges a flat fee or retainer and an ongoing planning fee.
How much does Heath charge?
According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.
Where is Heath Hampton based?
Heath Hampton is based in Kathleen, Georgia.
What does Heath specialize in?
Heath's specialties include flat-fee planning and retirement planning.
What credentials does Heath Hampton hold?
Heath Hampton holds the CFP credential.
Is Heath Hampton registered with the SEC?
Yes. Heath Hampton is registered as an investment adviser representative in GA and TX (CRD 2422500), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Heath Hampton?
Through Heath's website, www.boldin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Boldin website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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